Article Contents
- Access Cleaners & Maintenance Job Templates
- Edit a Job Template
- Copy a Job Template
- Delete a Job Template
NOTE:
- Job templates can be used to create job settings for automated and manually created jobs.
- See help article for how to create a job template.
- See Cleaners and Maintenance Overview for more information.
Access Cleaners & Maintenance Job Templates
- Navigate to Operations > Cleaners & Mx > Automation > Job Templates
Edit a Job Template
Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates
Step 2: From the dropdown menu on a job template line, click Edit Template
Step 3: Make changes within the job template. See Creating Job Templates for more information.
Step 4: Click Save Job Template
Copy a Job Template
Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates
Step 2: From the dropdown menu on a job template line, click Copy Template
Step 3: Update the Job Template name, make any additional changes needed within the job template. See Creating Job Templates for more information.
Step 4: Click Save Job Template
Delete a Job Template
Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates
Step 2: From the dropdown menu on a job template line, click Delete Template
Step 3: A box will pop up asking to verify deleting the template; click Delete Template
NOTE:
- The template will be removed from the list of available job templates.
- If a template is used by a rule for job automation, the rule will also be deleted and it will no longer automatically create jobs for that rule.
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